See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLAN ADMIN SERVICE LLC Service code 13 · EIN 16-1503696 3501 MASONS MILL RD · HINTINGDON VALLEY, PA 19006 | Contract Administrator | $60,033 |
LPL FINANCIAL3 years Service code 26 645 WASHINGTON AVENUE · JERMYN, PA 18433 | Advisory (Participants) | $49,370 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,258 | $56,095-8.6% | $178,490-71.3% | $90,288-43.2% |
| Participation rate | 44.1% | 65.6%-21.4pp | 81.9%-37.8pp | 73.4%-29.2pp |
| Annual return | 14.35% | 28.81%-14.5pp | 151.07%-136.7pp | 53.97%-39.6pp |
| Employer contribution / active EE | $509 | $1,572-67.7% | $5,011-89.8% | $2,524-79.8% |
| Participant deferral / active EE | $1,106 | $2,669-58.6% | $5,202-78.7% | $4,232-73.9% |
| Admin fee / account holder | $202 | $101+100.9% | $13,984-98.6% | $114+77.3% |